The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYS INC COM 00724F101 13,556 55,600 SH   SOLE   55,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 37,890 204,225 SH   SOLE   204,225 0 0
ALPHABET INC CAP STK CL A 02079K305 81,007 71,739 SH   SOLE   71,739 0 0
AMAZON COM INC COM 023135106 4,708 2,770 SH   SOLE   2,770 0 0
APPLE INC COM 037833100 49,062 265,045 SH   SOLE   265,045 0 0
BOOKING HLDGS INC COM 09857L108 18,692 9,221 SH   SOLE   9,221 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,689 224,420 SH   SOLE   224,420 0 0
CRITEO S A SPONS ADS 226718104 20,875 635,457 SH   SOLE   635,457 0 0
FACEBOOK INC CL A 30303M102 95,195 489,888 SH   SOLE   489,888 0 0
MICROSOFT CORP COM 594918104 44,431 450,570 SH   SOLE   450,570 0 0
NVIDIA CORP COM 67066G104 41,147 173,690 SH   SOLE   173,690 0 0
PAYPAL HLDGS INC COM 70450Y103 12,553 150,750 SH   SOLE   150,750 0 0
QUALCOMM INC COM 747525103 6,438 114,722 SH   SOLE   114,722 0 0
TWITTER INC COM 90184L102 51,258 1,173,760 SH   SOLE   1,173,760 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 10,594 976,450 SH   SOLE   976,450 0 0
WEIBO CORP SPONSORED ADR 948596101 7,085 79,820 SH   SOLE   79,820 0 0
ZILLOW INC CL A 98954M101 10,640 178,082 SH   SOLE   178,082 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,153 53,385 SH   SOLE   53,385 0 0